Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Sundaram Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.72 | 0.99 | 95.9% | 93.0% | -3.6% | -5.5% |
| 3 Years | +2.22 | 0.85 | 86.7% | 82.4% | 8.3% | 6.0% |
| 5 Years | +2.73 | 0.84 | 84.6% | 80.0% | 9.4% | 6.7% |
| 7 Years | +1.25 | 0.86 | 82.7% | 79.4% | 12.9% | 12.5% |
| 10 Years | -0.75 | 0.84 | 80.7% | 79.4% | 10.5% | 12.1% |
| 12 Years | +1.67 | 0.85 | 82.6% | 79.0% | 11.3% | 10.2% |
| 15 Years | +0.86 | 0.85 | 82.5% | 79.7% | 10.7% | 10.5% |